Understanding and meeting your fiduciary obligations is a requirement for ERISA plans and is recognized as a best practice for non-ERISA plans. And, all plans must comply with IRS regulations. Whether working on your own or with the support of an advisor, TIAA offers a suite of services that can assist you in managing ever-increasing regulatory demands — allowing you to stay focused on maintaining a competitive plan that helps your participants plan for their financial well-being.
Compliance Monitoring Services
A variety of tools and guidance to help you meet plan compliance requirements in such areas as loan and hardship withdrawals, contribution limits and nondiscrimination. More…
The TIAA group of companies does not provide tax or legal advice. Please consult with your own legal or tax advisor.